Financial planning and management in Glendale, Arizona
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MHA Consulting, Inc.
MHA Consulting, Inc. is a leading provider of business continuity services located at 3820 West Happy Valley Road, Glendale, Arizona, United States. Specializing in business continuity consulting for today's leading companies, MHA Consulting helps decrease the likelihood of disruptive instances and ensures proactive crisis management for organizations in all industries. Their services include restoring critical business activities and processes in a timely manner, building BCM programs efficiently, designing solutions for uninterrupted IT operations, and ensuring staff is properly trained with industry best practices. With over a century of experience in business continuity and disaster recovery, the MHA Consulting team adheres to the highest standards and offers a suite of BCM software to streamline programs. They also provide educational webinars, workshops, and panels on industry best practices and trends. Additionally, MHA Consulting offers resources such as a glossary of nearly 200 terms essential to business continuity management and crisis management. Their expertise in BCM, IT best practices, and crisis management make them a proven leader in the field.
Wealth Engineering LLC
Wealth Engineering LLC is a finance institution located at 6619 North Scottsdale Road in Scottsdale, Arizona, United States. This independent, fee-only Registered Investment Advisor was founded by financial advisor David J. Fernandez, CFP® and is sought after by major news publications for analysis on financial markets, trends, and forecasts. Specializing in serving high net worth individuals in the greater Phoenix area, Wealth Engineering offers comprehensive Wealth Management services tailored to clients' specific financial needs and life goals. Services include retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management.
LendThrive
LendThrive is a finance institution located at 17235 North 75th Avenue in Glendale, Arizona, United States. We specialize in providing loans and financial services to help individuals and businesses thrive. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how LendThrive can support your financial needs.
Credit Union West
Credit Union West is a trusted financial institution located at 20155 North 67th Avenue in Glendale, Arizona, United States. As a credit union, we are committed to providing personalized banking services and financial solutions to our members. Our dedicated team of professionals is here to help you achieve your financial goals and secure your financial future. Whether you are looking for a savings account, loan, or investment options, Credit Union West is here to serve you with integrity and excellence. Visit us today to experience the difference of banking with a credit union.
Arizona Central Credit Union
Arizona Central Credit Union is a trusted financial institution located at 6901 West Bell Road in Glendale, Arizona. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to access our convenient ATMs, open a new account, apply for a loan, or speak with one of our friendly financial advisors, Arizona Central Credit Union is here to help you achieve your financial goals. Join us today and experience the difference of banking with a member-owned institution that puts your needs first.
WaFd Bank
WaFd Bank is a neighborhood bank located at 6895 West Bell Road in Glendale, Arizona, United States. Our friendly bankers are dedicated to getting to know you and helping you achieve financial success in the community. Whether you're a local business or an individual, we offer a range of services including free checking accounts, mortgages, small business banking, and commercial lending. We have been recognized as the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada. You can also enjoy a convenient online and mobile banking experience from anywhere. WaFd Bank is a DBA of Washington Federal Bank. Visit us today and let us help you with all your banking needs.
Copper State Credit Union
Copper State Credit Union is a trusted financial institution located at 18559 North 59th Avenue in Glendale, Arizona, United States. As a full-service credit union, we offer a wide range of banking and financial services to meet the needs of our members. Whether you're looking for a convenient ATM location, a reliable bank for your everyday transactions, or a partner in managing your finances, Copper State Credit Union is here to help. Our friendly staff is dedicated to providing personalized service and helping you achieve your financial goals. Visit us today to experience the difference of banking with Copper State Credit Union.
BMO Bank N.A Branches
BMO Bank N.A. Branches are located at 5504 West Bell Road in Glendale, Arizona, United States. As a full-service branch, we offer a variety of banking services including everyday banking, investments, and lending products for both personal and commercial customers. Our institution is dedicated to providing quality financial products and services while adhering to federal regulations such as the USA Patriot Act. We prioritize the safety and security of our customers' information and strive to maintain transparency in our practices. Please note that third party websites may have different privacy and security policies, and we encourage you to review them before proceeding. For any tax or legal advice, we recommend consulting with your independent legal and tax advisors. Thank you for choosing BMO Bank N.A. for your banking needs.
Academy Bank
Academy Bank, located at 5605 West Northern Avenue in Glendale, Arizona, is a full-service commercial bank with over 70 locations across Arizona, Colorado, Kansas, and Missouri. Recognized as one of Fortune Magazine's "2023 Most Innovative Companies," Academy Bank offers a wide range of financial solutions for both consumers and businesses. From personal banking to commercial and business banking, treasury management, and mortgage services, Academy Bank is dedicated to helping customers achieve their financial goals. Whether you're saving for a major purchase, a vacation, or simply want to build up your savings, Academy Bank provides tailored savings solutions to help you optimize your savings potential. Additionally, by referring your friends and family to Academy Bank for a checking account, you can earn $50 for each new referral, up to $250. Trust Academy Bank to help you reach your savings goals and unlock new possibilities for your financial future.
Double D Tax Services
Double D Tax Services is a family owned and operated mobile tax preparation service located at 5040 West Soft Wind Drive in Glendale, Arizona. With over 30 years of experience, we specialize in serving families and small businesses in the valley and beyond. We offer a unique service where we prepare your taxes side-by-side with you, either in person at a location of your choice or online via Zoom/Skype. Our services go beyond just filing your taxes - we provide year-round support and advice on tax strategies, back year returns, audits, and more. Whether you're a short form filer, crypto trader, real estate investor, small business owner, or anything in between, we have the expertise to help you keep more money in your pocket legally.
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R. Harvey Dye Law PC
R. Harvey Dye Law PC is a reputable law firm located at 5830 West Thunderbird Road in Glendale, Arizona. Specializing in various legal matters, their experienced team of lawyers provides expert guidance and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, R. Harvey Dye Law PC is dedicated to serving their clients with professionalism and integrity. Contact them today for a consultation to discuss your legal needs.
Wright Law Offices P.L.C.
Wright Law Offices P.L.C. is a law firm specializing in bankruptcy, debt settlements, debt consolidation, and loan modifications. Located at 20325 North 51st Avenue in Glendale, Arizona, their team of experienced attorneys is dedicated to helping individuals find a fresh start free from the burden of debt. With a focus on providing personalized and compassionate legal guidance, Wright Law Offices aims to make the process of navigating financial challenges as smooth and easy as possible for their clients. From negotiating with credit card companies to guiding individuals through the complexities of bankruptcy, their team is committed to helping clients regain control of their financial future. Whether facing foreclosure, tax debt, or overwhelming credit card debt, Wright Law Offices is there to provide expert assistance and support. With a track record of success and satisfied clients, including referrals from those who have benefited from their services, Wright Law Offices is a trusted resource for individuals seeking debt relief in the Phoenix area.
Metz Tax Services
Metz Tax Services is a reputable accounting and finance institution located at 5140 West Peoria Avenue in Glendale, Arizona. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Metz Tax Services is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and experience the difference their expertise can make in managing your finances.
MidFirst Bank
MidFirst Bank is a full-service bank located at 6508 West Bell Road in Glendale, Arizona. Offering a range of financial services including checking and savings accounts, loans, and investment options, MidFirst Bank is a trusted institution for all your banking needs. With convenient ATM access and a commitment to excellent customer service, MidFirst Bank is dedicated to helping you achieve your financial goals.
Maricopa Small Business Development Center
The Maricopa Small Business Development Center, located at 108 North 40th Street in Phoenix, Arizona, offers no-cost business counseling and training to help individuals start and grow their businesses. Whether you are just starting out or looking to expand, the Maricopa SBDC can provide the support and resources you need. With multiple locations throughout the area, including in Chandler, Avondale, Glendale, Mesa, and more, the SBDC is easily accessible to entrepreneurs in the Maricopa County region. Our experienced team is available to meet with you in person, over the phone, or via Zoom teleconference to provide guidance on various aspects of business development, including securing financing. Contact us today to schedule a consultation and take the next step towards achieving your business goals. Please note that the Maricopa SBDC is partially funded by the U.S. Small Business Administration, and all opinions and recommendations provided are based on the expertise of our team.
Norton James Retirement Services
Norton James Retirement Services is a leading finance institution located at 7142 North 57th Drive in Glendale, Arizona, United States. Specializing in retirement planning and services, Norton James offers expert financial advice and personalized solutions to help individuals prepare for a secure and comfortable retirement. With a team of experienced professionals, clients can trust Norton James to provide reliable and comprehensive retirement services tailored to their specific needs and goals. Contact Norton James Retirement Services today to start planning for a financially stable future.
Christen Ginter - Thrivent
Christen Ginter - Thrivent is a finance institution located at 17505 North 79th Avenue in Glendale, Arizona, United States. The institution is licensed in multiple states including AZ, CA, CO, MI, and TX. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
Clark Krueger - Thrivent
Clark Krueger - Thrivent is a finance institution located at 17505 North 79th Avenue in Glendale, Arizona, United States. They are licensed in multiple states including Arizona, California, Colorado, Florida, Hawaii, Iowa, Idaho, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Oregon, Pennsylvania, Texas, Washington, and Wisconsin. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Brenda Hamer - Thrivent
Brenda Hamer - Thrivent is a finance institution located at 19420 North 59th Avenue, Glendale, Arizona, United States. They are licensed in multiple states including AZ, CA, FL, IL, IN, KY, MI, MO, NC, and TX. Thrivent offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their privacy and security disclosures. Financial advisors at Thrivent are credentialed to provide investment advisory services and have professional designations that can be verified through their website.
Brian Ginter - Thrivent
Brian Ginter - Thrivent is a finance institution located at 19420 North 59th Avenue in Glendale, Arizona, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, we are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Fidelity Investments
Fidelity Investments is a renowned finance institution located at 7565 West Bell Road in Peoria, Arizona, United States. With a strong reputation for providing top-tier investment services, Fidelity Investments offers a wide range of financial products and services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for education, or grow your wealth, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future. Trust in Fidelity Investments for all your financial needs.
Ottis Smith - Thrivent
Ottis Smith - Thrivent is a finance institution located at 19420 North 59th Avenue in Glendale, Arizona, United States. They are licensed in multiple states including AZ, CA, CO, FL, ID, KY, MI, NC, NH, NM, OK, OR, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.
Carl F Petersen, Inc.
Carl F Petersen, Inc. is a reputable finance institution located at 20325 North 51st Avenue in Glendale, Arizona, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Carl F Petersen, Inc. offers a wide range of services including investment management, financial planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Carl F Petersen, Inc. for expert financial advice and exceptional service.
Carson Wealth
Carson Wealth is a finance institution located at 4800 North Scottsdale Road, Scottsdale, Arizona, United States. Our mission is to make the complex simple and help individuals define and find their financial freedom with highly customized wealth strategies. We provide top-notch service tailored to the unique needs of our clients in Scottsdale, Phoenix, Chandler, Paradise Valley, Gilbert, Mesa, Surprise, Goodyear, Peoria, Carefree, Cave Creek, Glendale, Queen Creek, Apache Junction, Sun Lakes, Sun City, and Sun City West. Our services include financial planning, investment planning, tax planning, insurance, Medicare, estate planning, retirement planning, and legacy planning. We work closely with a trusted network of experienced business partners to provide comprehensive financial solutions. Our location in Scottsdale offers a beautiful view of Camelback Mountain, making it convenient for clients to visit while enjoying the many activities Scottsdale has to offer. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of wealth management. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Please consult legal or tax professionals for specific advice regarding your individual situation. Our awards and recognitions, such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators, reflect our commitment to excellence in the financial industry. Visit our website for more information about our services and advisors.
H&R Block
H&R Block is a reputable accounting and finance institution located at 9015 North 51st Avenue in Glendale, Arizona, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and accounting services for individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
Amigos Income Tax
Amigos Income Tax is a trusted accounting and finance institution located at 5524 North 43rd Avenue in Glendale, Arizona. Our team of experienced professionals is dedicated to providing high-quality tax preparation and financial services to individuals and businesses in the community. Whether you need assistance with filing your taxes or managing your finances, Amigos Income Tax is here to help. Visit us today to experience personalized service and expert advice.
London Bridge Group
The London Bridge Group, located at 8751 North 51st Avenue in Glendale, Arizona, offers accounting and finance services. Established in 1989, our experienced team is dedicated to meeting the evolving needs of our clients. Whether you need assistance with financial planning or short/long term coaching, we are here to help. To ensure a smooth process, please bring all necessary forms and documentation to your scheduled appointment. New customers are requested to provide a copy of their prior year income tax return for review. Trust the London Bridge Group family team for all your financial needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 20219 North 59th Avenue in Glendale, Arizona, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals. Trust H&R Block to handle all your accounting and finance needs with expertise and professionalism.
Roman Tax Services
Roman Tax Services is a reputable accounting and finance institution located at 6130 North 43rd Avenue in Glendale, Arizona, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Roman Tax Services is dedicated to helping their clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax filing or financial consulting, you can trust Roman Tax Services to provide reliable and efficient solutions tailored to your specific needs.
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